Civic Intelligence

Aa Co Trust for Preservation Inc

EIN 52-1528929 • 501(c)3 • Annapolis, MD

Profile

Historical preservation, education and promotion

PO Box 1573Annapolis, MD 21404-1573

annearundeltrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

6.6%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

28th percentile

-25%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$96,368

Up $5,950 (+6.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$96,368

Up $5,950 (+6.6%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$8,028

Down $12,236 (-60%) from 2024

Expenses

Down

$2,078

Down $12,593 (-86%) from 2024

Net Income

Up

$5,950

Up $357 (+6.4%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $154,699Liabilities 2011: $0Net Assets 2011: $154,6992011Assets 2012: $103,499Liabilities 2012: $0Net Assets 2012: $103,4992012Assets 2013: $77,104Liabilities 2013: $0Net Assets 2013: $77,1042013Assets 2014: $59,387Liabilities 2014: $0Net Assets 2014: $59,3872014Assets 2015: $51,631Liabilities 2015: $0Net Assets 2015: $51,6312015Assets 2016: $54,116Liabilities 2016: $0Net Assets 2016: $54,1162016Assets 2017: $42,697Liabilities 2017: $0Net Assets 2017: $42,6972017Assets 2018: $44,311Liabilities 2018: $0Net Assets 2018: $44,3112018Assets 2019: $57,442Liabilities 2019: $0Net Assets 2019: $57,4422019Assets 2020: $58,124Liabilities 2020: $0Net Assets 2020: $58,1242020Assets 2021: $65,288Net Assets 2021: $65,2902021Assets 2022: $73,787Net Assets 2022: $73,7872022Assets 2023: $84,825Net Assets 2023: $84,8252023Assets 2024: $90,418Net Assets 2024: $90,4182024Assets 2025: $96,368Net Assets 2025: $96,3682025

Highlighted filing

2025

Assets$96,368
Liabilities-
Net Assets$96,368
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $130,6572011Expenses 2012: $134,0082012Expenses 2013: $104,0142013Revenue 2014: $103,128Expenses 2014: $120,845Net Income 2014: -$17,7172014Revenue 2015: $40,276Expenses 2015: $48,032Net Income 2015: -$7,7562015Revenue 2016: $28,150Expenses 2016: $25,665Net Income 2016: $2,4852016Revenue 2017: $39,599Expenses 2017: $51,018Net Income 2017: -$11,4192017Revenue 2018: $24,868Expenses 2018: $23,254Net Income 2018: $1,6142018Revenue 2019: $49,142Expenses 2019: $36,011Net Income 2019: $13,1312019Revenue 2020: $16,639Expenses 2020: $15,957Net Income 2020: $6822020Revenue 2021: $14,254Expenses 2021: $7,088Net Income 2021: $7,1662021Revenue 2022: $13,498Expenses 2022: $5,979Net Income 2022: $7,5192022Revenue 2023: $14,114Expenses 2023: $3,076Net Income 2023: $11,0382023Revenue 2024: $20,264Expenses 2024: $14,671Net Income 2024: $5,5932024Revenue 2025: $8,028Expenses 2025: $2,078Net Income 2025: $5,9502025

Highlighted filing

2025

Revenue$8,028
Expenses$2,078
Net Income$5,950
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,368
Liabilities
-
Net assets
$96,368
Revenue
$8,028
Expenses
$2,078
Net income
$5,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.08$0.02$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.20$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.14$0.03$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.13$0.06$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.14$0.07$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.17$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.49$0.36$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.25$0.23$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.40$0.51$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.28$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.40$0.48$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.03$1.21$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$1.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$1.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 10, 2025
Return Version
2024v5.0
Gross Receipts
$8,028
Mission and Program Overview

Mission

Historical preservation, education and promotion

Program Services

DescriptionGrantsExpenses
SUPPORTING HISTORIC PRESERVATION AND PUBLIC INTERPRETATION IN ANNE ARUNDEL COUNTY AND MARYLAND--
CONDUCTING SCHOLARLY RESEARCH ON 17TH AND 18TH CENTURY BRICK ARCHITECTURE IN ANNE ARUNDEL COUNTY AND MARYLAND--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN KILLETreasurer-$0--
BECKY BARTLETT HUTCHINSONSecretary-$0--
BRIDGET BLAKEBoard-$0--
PATRICIA MELVILLEChair-$0--
SHERRI MARSH JOHNSBoard-$0--
AL LUCKENBACHVice Chair-$0--
DONNA WAREBoard-$0--
TERI VON ADELUNG BONDBoard-$0--
MYLES CONWAYBoard-$0--
MIMI CALVERBoard-$0--
MICHELLE LOHINBoard-$0--
CHUCK CARMICHAELBoard-$0--
CHRIS WESTBoard-$0--
Filing and Contact Details

Filer

Filer Name
Aa Co Trust for Preservation Inc
EIN
52-1528929
Phone
4435173787
Address
PO BOX 1573, ANNAPOLIS, MD 21404-1573

Signing Officer

Name
John Kille
Title
Treasurer
Phone
4435173787
Signed
2025-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Karen Mwhaley CPA
Address
1125 WEST ST SUITE 200, ANNAPOLIS, MD 21401-3607
Preparer
Karen M Whaley CPA
Phone
4109348700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 225 information technology 1,373 total 1,598”

Form 990-ez, Part II, Line 24

“62,295 62,295 less accumulated depreciation 62,295 62,295 total 0 0”

Raw XML Appendix174 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/TotalExpensesAmt02078
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 225 INFORMATION TECHNOLOGY 1,373 TOTAL 1,598
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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